M&V Plan Development Working Group Update

M&V Summit November 2003

Lia Webster, Chair

Working Group HighlightsDate Formed: June 2003Objectives:

Create generic M&V plan Define minimum requirements for use in Federal sector Without constraint of existing contracts

Background on GoalsAir Force developing recommended M&V strategies for specific ECMsDevelop format for M&V plans first, then develop contentImprove quality & uniformity of M&V across Federal sector

Draft Deliverables Ready!

M&V Plan Outline

Post-Installation M&V Report Outline

Development processVery aggressive schedule – WG formed at New Orleans SummitConsistent participation by ESCOs, PFs & Labs Compared FEMP format (existing) and Air Force format (under development)Identified shortcomings of existing formats

M&V Plan Development3 sections:

Executive Summary / M&V OverviewWhole Project Data / Global AssumptionsECM Specific M&V Plan

Baseline, post-install, and periodic activities separated for each ECM

M&V Plan DevelopmentM&V plan includes schedule and content for all M&V reporting items:

Commissioning PlanPost-Installation M&V reportCommissioning reportAnnual report

Integration with Commissioning a challengePlace holder in M&V Plan to define Cx report format & content

TBD by Cx working group

M&V Plan DevelopmentUncertainty is included throughout

Global – define requirements for uncertainty analysisECM specific – variables impact on uncertainty

O&M reporting requirements includedDoes not include repair & replacement or operation & maintenance requirements

Define requirements for government witnessing Dispute resolution in Global sectionExecutive Summary has % Total Site Usage Saved (if available)

Post-Installation M&V Report

For DOE contract, post-installation M&V report is required and will contain Commissioning resultsFor projects using Option A, most important M&V reportStarted with Annual Report OutlineIncluded installation verification, commissioning results, and construction period savings

Next steps…Commissioning WG to define reporting requirements for inclusion in M&V Plan OutlineWG recommends M&V Team accept & adopt package of draft deliverablesDisband M&V Plan WGConsider creation of new WG to reconcile:

M&V Plan OutlinePost-Install Report OutlineAnnual Report Outline

Next Steps…

Review for compliance with Army ESPC contracts Start using templates – include in DO RFP or similarFEMP will revise sample M&V plans into new formatConsider drafts living documents and modify as needed (http://ateam.lbl.gov/mv/)

Thanks for everyone’s hard work!

Dave Ward Bonnie Piest

Dale Sartor Mike Cross

Lia Webster Darryl Matsui

Satish Kumar Ron Araujo

Doug Dahle Balaji Santhanakrishnan

David Williams Max Hogan

Scott Judson Eric Vaughn

Steve Dunnivant Mark Stetz